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posted Mar 20, 2023 3:15:33 PM

Received a Form 5498 for my Dad's CD which was POD to me. I have already filed a 1099 for this payment on my own taxes. Do I need to include this form on his taxes?

He passed away 2/4/22

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1 Replies
Level 15
Mar 20, 2023 3:17:49 PM

A Form 5498 is an informational form only, it is not entered on a tax return.